AF

Arrow Financial Portfolio holdings

AUM $978M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$9.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$635K
3 +$536K
4
SYK icon
Stryker
SYK
+$473K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$337K

Top Sells

1 +$1.46M
2 +$1.32M
3 +$1.11M
4
WFC icon
Wells Fargo
WFC
+$874K
5
GILD icon
Gilead Sciences
GILD
+$865K

Sector Composition

1 Financials 25.04%
2 Healthcare 11.69%
3 Technology 9.55%
4 Consumer Discretionary 8.65%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
+203
302
$8K ﹤0.01%
210
303
$8K ﹤0.01%
80
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200
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50
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65
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$7K ﹤0.01%
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$6K ﹤0.01%
30
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1,000
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$5K ﹤0.01%
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$5K ﹤0.01%
+75
321
$5K ﹤0.01%
540
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$5K ﹤0.01%
30
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$4K ﹤0.01%
100
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$4K ﹤0.01%
88
325
$4K ﹤0.01%
135